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TECHNOLOGY PROVIDERS Unified (all-in-one) Systems
MYVEST
Optimizing the Enterprise
As a leader in tax management, MyVest continues to invest in delivering comprehensive tax management and personalized portfolios at scale. Recent enhancements to MyVest’s Strategic Portfolio System™ (SPS) focused on optimizing how this is done across a large firm by streamlining workflows for advisor capacity, improving collaboration between roles across the enterprise, and operationalizing manual processes. MyVest sweats the details so our customers can focus on delivering advice for their investors.
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. MyVest's Strategic Portfolio System™ (SPS) enables holistic, client-centric wealth management across a firm in a single unified system. MyVest’s SPS automates the entire portfolio process from client proposals & onboarding to model-based tax-sensitive portfolio management, monitoring & rebalancing, and performance reporting & billing. MyVest serves wealth management firms through a SaaS-based delivery model that is integrated with multiple custodians, trading hubs, pricing sources, and data providers. Additionally, MyVest’s tech-driven middle office operations dramatically increase efficiency and scale. A subsidiary of TIAA since 2016, we are headquartered in San Francisco with offices in Austin and Philadelphia.
250 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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